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Investing

The keys to successful long-term investing are simple to say, but tough to do – diversify to manage your risks and efficiency.

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Estate Planning

Estate planning has traditionally focused on minimizing estate taxes and directing the disposition of your assets after death.

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Insurance

Life insurance can fit into your plans for secure wealth accumulation, income and estate tax advantages and more flexible retirement.

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Strategies for Success

Chartwell Financial Group (CFG) has a history in Memphis dating back to 1936. With over 125 years of collective industry experience and more than 5,000 clients, Chartwell has become a trusted name to many families and businesses in the Mid-South region.

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Helpful Content

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.